Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

TOPIC: EXPORT

Can Vietnam sustain its rapid economic growth?

January 15, 2026

Vietnam’s economy is growing strongly, supported by robust exports and a renewed push in infrastructure investment and workforce upskilling. While these efforts directly address key business constraints such as logistics bottlenecks and labor shortages, rising costs and execution risks from limited fiscal space remain potential headwinds.

India’s New Labor Reforms Face Challenges at the State Level

December 9, 2025

India’s new labor codes mark a major reform effort, but state-level rollout will be uneven. Different political priorities, capacity gaps, and concerns over costs will slow uniform implementation.

System, interrupted – The Onyx 2026 Outlook

December 5, 2025

In 2026, countries will struggle to maintain old economic relationships while simultaneously needing to prepare for a new international system. This struggle will increase costs, sharpen risks, and complicate strategic decisions for companies, with government policy being a major source of this risk. Onyx expects the clash between old policy intentions and new geopolitical realities to become clearly visible in 2026, setting the stage for future drastic changes.

India's export policies advance amid rising trade barriers

December 2, 2025

India has expanded export-support measures via tax reimbursements, easier credit access and the new Export Promotion Mission (EPM). The EPM could strengthen competitiveness, but its impact hinges on clear guidelines and effective alignment with broader export-related reforms.